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Weakness in U.S. technology stocks is emerging as a key external risk for Indian markets in 2026. With IT majors under pressure from cautious client spending, automation-driven transitions, and global risk aversion, benchmark indices are increasingly reflecting the impact of soft U.S. cues.

Nvidia has made history as the first company to close above a $5 trillion market cap. Propelled by the global AI boom and record-breaking data center sales, the company has redefined what’s possible in technology and finance.